Sterling Investment Advisors, Ltd. Closed Holding Positions

Sterling Investment Advisors, Ltd.

  • $370 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ELS
Equity Lifestyle Properties Inc

Real Estate
Q2 2021 Filed on Jul 29, 2021
54
$65.04 - $76.75 $3.51K - $4.14K
Nuance Communications, Inc.
Q2 2021 Filed on Jul 29, 2021
311
N/A
SUMO
Sumo Logic, Inc.

Technology
Q2 2021 Filed on Jul 29, 2021
340
$16.08 - $21.97 $5.47K - $7.47K
SUI
Sun Communities Inc

Real Estate
Q2 2021 Filed on Jul 29, 2021
25
$152.43 - $177.6 $3.81K - $4.44K
CNC
Centene Corp

Healthcare
Q1 2021 Filed on May 04, 2021
160
$57.97 - $69.75 $9.28K - $11.2K
ABMD
Abiomed Inc

Healthcare
Q1 2021 Filed on May 04, 2021
80
$285.92 - $355.13 $22.9K - $28.4K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
Q1 2021 Filed on May 04, 2021
430
$52.76 - $54.76 $22.7K - $23.5K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 04, 2021
573
N/A
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q1 2021 Filed on May 04, 2021
7,000
$42.16 - $44.09 $295K - $309K
Bristol Myers Squibb Rights
Q1 2021 Filed on May 04, 2021
92
N/A
COOP
Mr. Cooper Group Inc.

Financial Services
Q1 2021 Filed on May 04, 2021
250
$27.23 - $36.93 $6.81K - $9.23K
AYX
Alteryx, Inc.

Technology
Q1 2021 Filed on May 04, 2021
20,085
$79.46 - $138.66 $1.6M - $2.78M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2021 Filed on May 04, 2021
1,600
$58.97 - $61.74 $94.4K - $98.8K
Put Apple, Inc. $105 Exp. 1/15/21
Q1 2021 Filed on May 04, 2021
10
N/A
Nuveen Pennsylvania Municipal Value Fund
Q1 2021 Filed on May 04, 2021
3,200
N/A
Van Eck Vectors High Yield Muni. Index ETF
Q1 2021 Filed on May 04, 2021
250
N/A
SCU
Sculptor Capital Management, Inc.

Financial Services
Q1 2021 Filed on May 04, 2021
750
$15.0 - $25.12 $11.3K - $18.8K
EDIT
Editas Medicine, Inc.

Healthcare
Q1 2021 Filed on May 04, 2021
2,000
$39.71 - $90.58 $79.4K - $181K
USAC
Usa Compression Partners, LP

Energy
Q1 2021 Filed on May 04, 2021
1,000
$12.93 - $16.25 $12.9K - $16.3K
Ciig Merger Corp.
Q1 2021 Filed on May 04, 2021
3
N/A
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q1 2021 Filed on May 04, 2021
10,000
$51.0 - $51.58 $510K - $516K
HUM
Humana Inc

Healthcare
Q1 2021 Filed on May 04, 2021
45
$375.15 - $447.69 $16.9K - $20.1K
Call Kinder Morgan $15 Exp. 1/20/23
Q1 2021 Filed on May 04, 2021
100
N/A
PGF
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 04, 2021
15,000
$18.24 - $19.12 $274K - $287K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q4 2020 Filed on Jan 21, 2021
1,000
$74.64 - $90.68 $74.6K - $90.7K
VNQ
Vanguard Specialized Funds Van

ETFs
Q4 2020 Filed on Jan 21, 2021
259
$76.08 - $86.67 $19.7K - $22.4K
DBX
Dropbox, Inc.

Technology
Q4 2020 Filed on Jan 21, 2021
100
$17.97 - $24.87 $1.8K - $2.49K
Livongo Health Inc.
Q4 2020 Filed on Jan 21, 2021
6,075
N/A
Goodrich Petroleum Corp.
Q4 2020 Filed on Jan 21, 2021
1
N/A
LARK
Landmark Bancorp Inc

Financial Services
Q4 2020 Filed on Jan 21, 2021
500
$19.77 - $24.19 $9.89K - $12.1K
VBR
Vanguard Small Cap Value ETF

ETFs
Q4 2020 Filed on Jan 21, 2021
182
$111.89 - $142.79 $20.4K - $26K
IFN
India Fund Inc

Financial Services
Q4 2020 Filed on Jan 21, 2021
445
$16.51 - $20.32 $7.35K - $9.04K
Axcelis Technologies
Q4 2020 Filed on Jan 21, 2021
6,000
N/A
HAL
Halliburton CO

Energy
Q4 2020 Filed on Jan 21, 2021
300
$11.17 - $20.14 $3.35K - $6.04K
Weight Watchers International Inc.
Q4 2020 Filed on Jan 21, 2021
350
N/A
ROM
Proshares Ultra Technology

ETFs
Q4 2020 Filed on Jan 21, 2021
600
$26.99 - $36.44 $16.2K - $21.9K
DOCU
Docusign, Inc.

Technology
Q4 2020 Filed on Jan 21, 2021
3
$197.6 - $251.6 $593 - $755
GEN
Gen Digital Inc Com
Q4 2020 Filed on Jan 21, 2021
1,020
N/A
Unilever N.V.
Q4 2020 Filed on Jan 21, 2021
700
N/A
RGR
Sturm Ruger & CO Inc

Industrials
Q4 2020 Filed on Jan 21, 2021
250
$59.89 - $70.45 $15K - $17.6K
Spartan Energy Acquisition Co.
Q4 2020 Filed on Jan 21, 2021
100
N/A
ETSY
Etsy Inc

Consumer Cyclical
Q4 2020 Filed on Jan 21, 2021
2,000
$119.43 - $197.38 $239K - $395K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q4 2020 Filed on Jan 21, 2021
200
$124.74 - $194.95 $24.9K - $39K
Alphabet Usd1400 Exp. 3/19/21
Q4 2020 Filed on Jan 21, 2021
2
N/A
RCS
Pimco Strategic Income Fund, Inc

Financial Services
Q4 2020 Filed on Jan 21, 2021
10,879
$6.13 - $6.99 $66.7K - $76K
THO
Thor Industries Inc

Consumer Cyclical
Q4 2020 Filed on Jan 21, 2021
180
$80.29 - $103.45 $14.5K - $18.6K
LEU
Centrus Energy Corp

Energy
Q4 2020 Filed on Jan 21, 2021
40
$8.63 - $27.91 $345 - $1.12K
INOD
Innodata Inc

Technology
Q4 2020 Filed on Jan 21, 2021
8
$2.45 - $5.93 $19.6 - $47.4
Dunkin Brands Group Inc.
Q4 2020 Filed on Jan 21, 2021
30
N/A
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